See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,496 | $78,485-34.4% | $106,213-51.5% | $74,495-30.9% |
| Participation rate | 88.2% | 72.8%+15.3pp | 75.3%+12.9pp | 67.2%+21.0pp |
| Annual return | 18.08% | 15.95%+2.1pp | 116.14%-98.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $297 | $2,523-88.2% | $3,171-90.6% | $2,623-88.7% |
| Participant deferral / active EE | $2,746 | $4,322-36.5% | $5,016-45.3% | $4,346-36.8% |
| Admin fee / account holder | $21 | $2,232-99.1% | $11,033-99.8% | $1,942-98.9% |